“世界超市”不慌不忙

Core Insights - The article highlights that the upcoming Christmas season in the U.S. is expected to be the most expensive in history due to increased tariffs on imported goods, particularly from China, leading to significant price hikes for consumers [1][3]. Consumer Impact - American consumers are projected to spend an additional $132 on Christmas this year due to tariff impacts, with specific categories seeing higher increases: $186 for electronics, $82 for clothing and accessories, and $12 for food and candy [1]. - The availability of popular Christmas items is severely limited, with some products expected to sell out before major shopping events like Black Friday [2]. Supply Chain and Import Challenges - The import volume of artificial Christmas trees has dropped by 25% this year, with significant declines in August and September of 58% and 70% respectively [2]. - Domestic production in the U.S. cannot meet the demand, with local prices for artificial Christmas trees being 2.5 to 3 times higher than imported ones [2]. Retailer Strategies - Retailers are facing a dilemma of either raising prices and losing customers or keeping prices low and incurring losses. Some have implemented measures like limited supply and installment payment plans to cope with the situation [3]. Global Supply Chain Dynamics - Yiwu, China, known as the "world supermarket," produces nearly 80% of global Christmas decorations and has a highly efficient supply chain that allows for rapid production and delivery [4][7]. - The city has adapted to the changing market by diversifying its export markets, with significant growth in exports to Latin America and the EU, which now account for 78% of Yiwu's Christmas goods exports [6]. Competitive Advantage - Yiwu's complete industrial chain, from raw material supply to logistics, allows for lower production costs (20% to 30% cheaper than other regions) and flexibility in meeting market demands [7]. - The current tariff situation has highlighted Yiwu's resilience and adaptability, showcasing its core competitive strengths in the global market [6][7].